CIK: 0001697729
申報總市值
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僅顯示前 200 大持股（共 229 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.96% | -5.81% | EXIT | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.03% | — | +3.70% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.96% | — | +7.71% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.68% | -4.90% | EXIT | |
| 5 | T | At&t INC | 股票-通訊服務 | 2.65% | — | +0.26% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.48% | -0.39% | EXIT | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.40% | — | +55.11% | |
| 8 | DSL | Doubleline Income Solutions | 股票-其他 | 1.81% | — | -9.95% | |
| 9 | ABBV | Abbvie INC | 股票-醫療保健 | 1.62% | -0.73% | EXIT | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.57% | — | +2.52% | |
| 11 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 1.42% | -4.68% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | — | -0.34% | |
| 13 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 1.20% | — | -11.03% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.99% | EXIT | |
| 15 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.18% | — | +0.61% | |
| 16 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.18% | — | -0.93% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.13% | — | +2.04% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | -0.87% | EXIT | |
| 19 | MBB | Ishares Mbs ETF | ETF-其他 | 1.07% | -1.21% | EXIT | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.64% | EXIT | |
| 21 | ENB | Enbridge INC | 股票-能源 | 1.04% | — | +5.74% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 1.03% | -1.08% | EXIT | |
| 23 | UTXZ | United Tech CORP | 股票-其他 | 0.98% | — | +0.59% | |
| 24 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.97% | — | -25.86% | |
| 25 | PSBUSD | Ps Business Parks Inc/ca | 股票-其他 | 0.93% | — | -3.75% | |
| 26 | GILD | Gilead Sciences INC | 股票-醫療保健 | 0.91% | -0.51% | EXIT | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.90% | — | -5.99% | |
| 28 | AVB | Avalonbay Communities INC | 股票-房地產 | 0.88% | — | +0.86% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -1.71% | EXIT | |
| 30 | CNA | Cna Financial CORP | 股票-其他 | 0.85% | — | +5.21% | |
| 31 | KEY | Keycorp | 股票-金融 | 0.84% | — | -8.61% | |
| 32 | TD | Toronto-dominion Bank | 股票-金融 | 0.84% | — | +4.18% | |
| 33 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.83% | — | +9.73% | |
| 34 | EXC | Exelon CORP | 股票-公用事業 | 0.81% | — | +7.02% | |
| 35 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.81% | — | +2.73% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.73% | — | +10.53% | |
| 37 | OGE | Oge Energy CORP | 股票-公用事業 | 0.72% | — | +3.53% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | -35.06% | |
| 39 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 0.69% | — | -0.66% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.68% | — | +43.71% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.67% | -3.94% | EXIT | |
| 42 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 0.67% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -1.16% | EXIT | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +0.68% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +3.69% | |
| 46 | JGH | Nuveen Global High Income | 股票-其他 | 0.59% | -0.40% | EXIT | |
| 47 | MO | Altria Group INC | 股票-非循環性消費 | 0.58% | — | +10.09% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.55% | -0.94% | EXIT | |
| 49 | INTF | Ishares International Equity | ETF-其他 | 0.55% | — | +13.75% | |
| 50 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.55% | — | -40.61% |